Small & Mighty Business Series: Retain Team Members with Financial Wellness

If you’re a small business owner, offering meaningful employee benefits can feel out of reach, but it doesn’t have to be. Hosted by the Southwest Michigan First Chamber, this one-hour seminar is open to all businesses and focused on simple, affordable ways to bring financial wellness to your team without adding cost or complexity.

Led by Michael Albrecht, CRPC®, Financial Advisor with Raymond James alongside Andy McGrath from Brighthouse, the session will explore how small businesses can take advantage of options like SEP IRAs with lower fees and valuable tax deductions, as well as no-cost solutions that connect employees with financial advisors to create personalized retirement plans.

These practical tools give your team a clear path to save for the future while helping you retain the people who matter most. The session will also touch briefly on options for larger organizations, but the focus is on helping small businesses get started quickly and confidently. To wrap up, attendees will walk through a real-life scenario to see exactly how these strategies work in action.

The Small & Mighty Business Series is part of the Chamber Education Series. The Chamber Education Series also includes the Quarterly Business Breakfast Roundtable Series and is proudly supported by Blue Cross Blue Shield of Michigan.

Please Note: All ticket sales are final. If you are unable to attend, you may transfer your ticket to a team member or partner organization. Please contact a team member for assistance. Eventbrite charges a nominal fee for online ticket purchases.